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JPMorgan Income ETF

333 hedge funds and large institutions have $2.93B invested in JPMorgan Income ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 168 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
301
Ameritas Advisory Services
Nebraska
$167K
LWMI
302
Legacy Wealth Management (Idaho)
Idaho
$154K
LIS
303
Legacy Investment Solutions
Idaho
$154K
BCMIO
304
Beacon Capital Management Inc (Ohio)
Ohio
$126K
BCWM
305
Bartlett & Co Wealth Management
Ohio
$121K
US Bancorp
306
US Bancorp
Minnesota
$84.3K
EWA
307
EverSource Wealth Advisors
Alabama
$76.1K
IHWM
308
Iron Horse Wealth Management
Iowa
$74.1K
NFSG
309
Newbridge Financial Services Group
Florida
$68.6K
PS
310
Principal Securities
Iowa
$66.5K
SS
311
Sunbelt Securities
Texas
$64K
TPWA
312
Twin Peaks Wealth Advisors
California
$61.5K
UBS Group
313
UBS Group
Switzerland
$47.5K
MWM
314
Mascoma Wealth Management
New Hampshire
$46.3K
WTC
315
WhitTier Trust Company
Nevada
$42.7K
PTC
316
Private Trust Company
Ohio
$41.4K
TIM
317
Total Investment Management
Arizona
$37.5K
CWM
318
Centricity Wealth Management
Ohio
$35.4K
LFA
319
LGT Financial Advisors
Texas
$32.2K
PWM
320
Parkworth Wealth Management
California
$28.9K
LI
321
LRI Investments
Florida
$23.2K
WSFS
322
Wilmington Savings Fund Society
Delaware
$20.9K
FGC
323
Financial Gravity Companies
Texas
$11K
AWM
324
AE Wealth Management
Kansas
$7.5K
VWWMG
325
Vermillion & White Wealth Management Group
Pennsylvania
$6.53K